Envestnet UMP (Unified Managed Platform) Analyst

Job Summary :

• The Envestnet UMP Data Analyst will integrate and leverage data from the Envestnet UMP platform to drive actionable insights, optimize operational performance, and support strategic decision-making.
• This role requires a blend of technical proficiency, business acumen, and strong communication skills to collaborate across various teams, including product, engineering, and operations.
• nalyze, clean, and interpret large datasets from the Envestnet UMP platform, incorporating client, advisor, and CRM data.
• Strong experience working with flat files and APIs.
• Develop and maintain dashboards and reports using BI tools such as Tableau or Power BI to track performance metrics across various data sources.
• Translate data findings into actionable insights, highlighting trends in client behavior, advisor performance, and CRM engagement.
• Collaborate with cross-functional teams to integrate data from multiple sources and support comprehensive business decision-making.
• Ensure data accuracy and integrity through robust quality checks and governance protocols.
• Qualifications include a relevant bachelor's degree, 3+ years of experience, proficiency in SQL, Excel, and BI tools. Scripting skills in Python or R are considered a plus.

Must-Have Skills :